Position in BHF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,414,006
-$207,104 QoQ
Shares Held
23,614
-5.6% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BHF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026CWM, LLC holds $23,849,778 across 17 Insurance - Life names. BHF ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
41,015 | $5,708,057 | |
| 2 | PRU |
Prudential Financial Inc
|
37,400 | $3,653,606 | |
| 3 | AFL |
Aflac Inc
|
30,336 | $3,328,162 | |
| 4 | MET |
Metlife Inc
|
45,282 | $3,202,343 | |
| 5 | MFC |
Manulife Financial Corp
|
56,609 | $1,949,613 | |
| 6 | BHF |
Brighthouse Financial, Inc.
This page
|
23,614 | $1,414,006 | |
| 7 | JXN |
Jackson Financial Inc.
|
13,111 | $1,386,094 | |
| 8 | UNM |
Unum Group
|
18,674 | $1,363,762 |
All Filings in BHF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,414,006 | 23,614 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,621,110 | 25,021 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,850,156 | 34,856 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $303,209 | 5,639 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $338,893 | 5,844 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $410,549 | 8,546 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $67,139 | 1,491 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $49,927 | 1,152 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $48,705 | 945 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $39,901 | 754 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $43,165 | 882 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $40,294 | 851 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $21,834 | 495 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $18,969 | 370 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $12,331 | 284 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $9,885 | 241 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $13,689 | 265 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,216 | 120 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $5,054 | 111 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $4,911 | 111 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $4,018 | 111 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $2,987 | 111 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $3,088 | 111 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $2,682 | 111 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||